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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
601	HA Hays Advisory Franklin, Tennessee	$4.03M	-$309K	1	1.17%	Reduced
602	GAM Garrison Asset Management Fayetteville, Arkansas	$4M	+$21K	1	2.24%	Increased
603	Brandes Investment Partners La Jolla, California	$3.99M	-$1.4K	1	0.08%	Reduced
604	Group One Trading Chicago, Illinois	$3.95M	-$1.39M	5	0.04%	Reduced
605	Sequoia Financial Advisors Akron, Ohio	$3.94M	+$574K	3	0.47%	Increased
606	GCP GSA Capital Partners London, United Kingdom	$3.9M	-$1.02M	6	0.27%	Reduced
607	Stephens Investment Management Group Houston, Texas	$3.88M	$0	1	0.09%	Maintained
608	SL SIB LLC New York, New York	$3.87M	$0	1	2.77%	Maintained
609	AssetMark Inc Concord, California	$3.87M	+$3.57M	8	0.04%	Increased
610	SCM Snow Capital Management Sewickley, Pennsylvania	$3.86M	-$274K	1	0.19%	Reduced
611	Gofen & Glossberg Chicago, Illinois	$3.86M	-$20.5K	1	0.14%	Reduced
612	Dai-ichi Life Insurance Company Tokyo, Japan	$3.82M	$0	2	0.08%	Maintained
613	GL GLG LLC New York	$3.81M	-$365K	4	0.25%	Reduced
614	United Capital Financial Advisors Irving, Texas	$3.8M	+$742K	5	0.03%	Increased
615	Banco Santander Madrid, Spain	$3.79M	-$12M	4	0.06%	Reduced
616	SCA Secor Capital Advisors New York	$3.76M	+$3.78M	2	0.36%	New
617	CCS Crosspoint Capital Strategies Orinda, California	$3.75M	-$562K	1	2.91%	Reduced
618	FA FDx Advisors Chicago, Illinois	$3.73M	+$484K	4	0.1%	Increased
619	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.71M	-$123K	10	0.2%	Reduced
620	CI Cigna Investments Bloomfield, Connecticut	$3.7M	+$67.3K	8	0.25%	Increased
621	CG Cutler Group San Francisco, California	$3.7M	-$4.02M	8	0.14%	Reduced
622	AIC Argus Investors Counsel New York	$3.64M	-$2.16M	1	1.8%	Reduced
623	Private Advisor Group Morristown, New Jersey	$3.63M	+$1.2M	4	0.09%	Increased
624	NCM Nelson Capital Management Menlo Park, California	$3.6M	+$9.35K	1	1.19%	Increased
625	Regents of the University of California Oakland, California	$3.6M	$0	1	7.5%	Maintained